involve.me + Planning Pod

Create leads in Planning Pod from new completed submissions in involve.me

Easily manage new leads from involve.me submissions with this seamless workflow. Once set up, each time a completed submission is received in involve.me, a lead is created in Planning Pod. This automation saves you valuable time and ensures all relevant information is captured efficiently, helping you stay organized and focused on growing your business.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create LeadTriggers when a new lead is created.
ActionWrite

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More things you can do with involve.me and Planning Pod

Discover other triggers and actions you can use with involve.me and Planning Pod

- involve.me Funnel
  Required
Trigger
Instant
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- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
New Appointment
Triggers when a new appointment is created in the calendar.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Deposit
Triggers when a new deposit is created.
Trigger
Polling
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New Invoice Payment
Triggers when a new payment is created for an invoice.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Proposal
Triggers when a new proposal has been created.
Trigger
Polling
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New To-Do
Triggers when a new to-do is created in an event.
Trigger
Polling
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- Event Name (Tentative)
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Event Start Date (Tentative)
  Required
- Event End Date (Tentative)
- Event Budget (Tentative)
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
New Attendee
Triggers when a new attendee is created in an event.
Trigger
Polling
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New Contract Signature
Triggers when a contract has been signed.
Trigger
Polling
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New Form Response
Triggers when a new form response is captured.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Ticket Payment
Triggers when a new ticket payment is created.
Trigger
Polling
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New Proposal Signature
Triggers when a proposal has been signed.
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write

About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

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Related categories

Forms & Surveys

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About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

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Related categories

Event Management